Important: Only administrators may set up this integration. QuickBooks US is not currently supported.
⚠️ Please note that importing is only possible on the Online version, not the Desktop version.
How it works
The QuickBooks integration lets you automatically synchronize:
Your employees: first name, last name, date of birth, hiring date, email, address, phone number, employee number
Your customers (job site resources)
If required, you will also be able to map:
Your departments (positions/locations)
Your classes (positions/locations/job sites)
You'll also be able to export the hours worked seamlessly into QuickBooks to process:
Your payroll
Client billing
Activating the integration
Go under the Settings tab of the main menu;
Click on Integrations;
Find the QuickBooks integration and then click on Activate;
Sign in to the platform;
Choose your synchronization options;
Save.
And you're done!
💡 If you get disconnected, simply reconnect your Atlas account to QuickBooks by clicking here!
Exporting your hours into QuickBooks
Here's an article on how to export your hours into QuickBooks.